All Fixed income articles
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WebinarOpportunities and challenges in the growing sovereign sustainable bond market
This webinar discusses the labelled bonds in country funding strategies, their advantages and related challenges, as well as their effectiveness in shaping sustainable outcomes.
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Workshop summary
Climate budget tagging: A discussion between sovereign debt investors and issuers
Debt management and budget department officials, alongside investment managers, discussed the purpose of CBT, how countries have started to tag climate expenditure, and its uses for debt issuance and investment analysis. This workshop summary presents the main themes from the discussion.
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Case study
EdenTree Investment Management: Clean water, energy and climate change
SDG outcomes case study
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Blog post
Should investors expect to earn high returns on sustainable investments?
By Lubos Pastor, University of Chicago; Robert F. Stambaugh and Lucian A. Taylor, University of Pennsylvania
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Podcast
Thematic ESG investing in the US municipal bond market
In this episode of the PRI podcast, Jasper Cox, Investment Practices Analyst at the PRI, speaks with Christian Leveque, Municipal Portfolio Manager and Strategist at Payden & Rygel, and Ruth Ducret, Senior Analyst, Municipal Research at Breckinridge Capital Advisors.
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Podcast
Assessing the veracity of ESG-labelled securitised products
In this new podcast, PRI’s Carmen Nuzzo speaks with an originator and an investor to discuss the benefits and the challenges of structured products with green or social labels. They are growing rapidly but are not always genuine.
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Workshop summary
Bringing together sovereign debt investors and climate information providers
Sovereign bondholders’ demand for data, analytics and broader information about climate change has outpaced supply from third-party providers, whose product offerings were originally developed to serve equity investors. This workshop summarises a discussion between climate information providers and a group of sovereign debt investors.
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PRI reporting analysis
Inside PRI data: asset owner action
This report analyses the responses of asset owner signatories who participated in PRI reporting in 2021. It covers asset owners’ top-level commitments, responsible investment policies, processes for selecting, appointing and monitoring managers, and climate-change strategies.
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News and press
PRI releases ESG factor map to support collaboration between Private Equity and Private Credit Investors
The Private Credit (PC) - Private Equity (PE) ESG Factor Map is designed to facilitate collaboration between sponsors, co-investors and lenders.
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Workshop summary
ESG in credit risk: Workshop with borrowers in the chemical sector
Credit analysts met with seven companies from the chemical sector to discuss energy usage and targets, plastics recycling and the need to transition to a sustainable economy.
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PRI Web Page
Call for case studies: Human rights in fixed income
Just as for all businesses, institutional investors have a responsibility to respect human rights, as defined in the UN Guiding Principles on Business and Human Rights (UNGPs). Fixed income investors are no exception.
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Article
The ASCOR Project: Progress report
The Assessing Sovereign Climate-related Opportunities and Risks (ASCOR) Project has been established to create a tool giving investors a common understanding of sovereign exposure to climate risk and of how governments plan to transition to a low-carbon economy.
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Webinar
Tackling ESG factors in Canada’s provincial and municipal bonds
This webinar will explore how investors in Canadian provincial and municipal bonds can assess and incorporate ESG factors in their investment decisions.
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Case study
Southern Asset Management: fixed income engagement in the Chinese context
Case study by Southern Asset Management (SAM)
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Webinar
Closing the funding gap: responsible investment in emerging markets
Investment in emerging markets remains substantially below the levels required to achieve the Sustainable Development Goals and the Paris Agreement. In this webinar, we’ll explore how investors and other stakeholders can help close this gap - from developments at the policy level, to asset allocation and engagement with portfolio companies.
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Workshop summary
ESG in credit risk: Workshop with insurance companies
Corporate bond investors and analysts met with two life insurance groups and discussed issues including the importance of good corporate governance in the sector and the societal cost of the energy transition.
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Discussion paper
Closing the funding gap: The case for ESG incorporation and sustainability outcomes in emerging markets
How investors can use responsible investment practices to manage risk and meet return objectives while working towards closing the emerging markets funding gap.
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Podcast
The US opioid crisis and municipal funding
This podcast explores how the US opioid crisis plays out at the local level, with repercussions not just on lives lost and healthcare costs, but also US municipal bonds and the cost of local authorities’ funding.
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Thought leadership
Are the TCFD recommendations useful for credit risk analysis?
Read about how investors and credit rating agencies use the information provided by companies following the recommendations of the Taskforce on Climate-related Financial Disclosures in their credit risk analysis.
